CAM

Cypress Asset Management Portfolio holdings

AUM $440M
1-Year Est. Return 22.19%
This Quarter Est. Return
1 Year Est. Return
+22.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$338M
AUM Growth
-$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.35M
3
+$2.9M
4
V icon
Visa
V
+$2.42M
5
AMZN icon
Amazon
AMZN
+$2.02M

Top Sells

1
+$4.16M
2
+$3.56M
3
+$3.22M
4
IBB icon
iShares Biotechnology ETF
IBB
+$2.63M
5
WRK
WestRock Company
WRK
+$1.92M

Sector Composition

1 Industrials 15.37%
2 Financials 15.2%
3 Technology 12.49%
4 Healthcare 11.28%
5 Consumer Staples 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.14M 0.63%
33,028
-4,935
52
$2.11M 0.62%
34,535
-1,000
53
$2.1M 0.62%
16,491
-13,455
54
$2.08M 0.62%
26,100
-3,650
55
$1.97M 0.58%
15,843
+1,681
56
$1.84M 0.55%
32,680
+1,300
57
$1.83M 0.54%
8,065
-350
58
$1.8M 0.53%
32,490
-74,971
59
$1.8M 0.53%
20,985
-2,280
60
$1.77M 0.52%
32,845
-3,390
61
$1.72M 0.51%
25,464
+39
62
$1.67M 0.49%
21,336
-41,285
63
$1.66M 0.49%
+54,510
64
$1.56M 0.46%
18,320
-1,900
65
$1.56M 0.46%
28,145
-9,996
66
$1.48M 0.44%
38,377
-550
67
$1.46M 0.43%
6,005
+4,345
68
$1.45M 0.43%
33,005
-24,650
69
$1.43M 0.42%
25,590
-14,420
70
$1.42M 0.42%
14,244
+284
71
$1.39M 0.41%
7,485
+4,170
72
$1.38M 0.41%
5,909
-98
73
$1.36M 0.4%
22,685
-900
74
$1.31M 0.39%
6,005
+20
75
$1.29M 0.38%
15,735
-3,360
1 2
3
4 5